Managing Templates

To access your templates, open the Manager Window, and select
the Templates option along the top of the manager toolbar.

The Preview Window

The Preview window allows you to select a template theme and
preview what your orders will look like when printed. You must have
at least one order in your store to be able to preview orders. At
the top-right corner of the Preview Window, are two arrows. These
arrows allow you to scroll through your orders and preview each of
them. The center button allows you to refresh the preview if any
changes were made to the template.

Themes

Below the preview view are theme options. They are labeled
Checkout, Classic and Modern. To preview an order using a different
theme, simply click on the theme icon you wish to use. The preview
will now show you the template with the new theme for one of your
orders. Go to the extras page to download additional templates.
After the template has downloaded, simply double-click the template
package and Checkout will offer to Preview or Install the
template.

Once you have chosen a template theme you like, you need to
click on the Use for Printing button, located in the bar
right above the template theme options.

Logo and Store Information

Above the Preview Window, there are four buttons that allow you
to change other options.
Click the Edit button to add a logo or graphic to templates, and to
add information about your company such as the company address and
a footer that you may wish to appear on each order.

For Letter/A4 prints size doesn't really matter. If a logo looks
good when displayed or printed with Preview, it will look good when
printed with Checkout. If customers have their logo in a file
that's intended for use on a letterhead, that will be perfect for
Checkout.

JPG, PNG or PDF are the only good file formats to use for this.
GIF will also work, SVG might work.

Thermal receipts are a completely different story. The only
logos that will print reasonably well on a thermal receipt are PDF
logos, and then only if the logo contains an actual vector drawing
and not bitmap images. This is the main reason we don't ship
Checkout with a template that will print logos on thermal
receipts.

Checkout embeds the image in the database.

Document Order Numbers

To customize your document number click the document numbering
button. Drag any element into the order number field to construct
an order number. The fields always need at least a unique number
which can have leading (e.g., 0001). You can change the leading in
the element drop down menu. Changes to the order numbers will only
apply to newly created documents.

Print Margins

To edit a margin, click in the box for the margin you wish to
edit, and key over the existing number. When you are satisfied with
your changes, click the Apply button at the bottom of the screen.
These margins can be changed at any time by coming back here and
changing the margin numbers and the measuring units. The margins
will not affect the thermal receipt.

Advanced Options

There are two sets of options to this window.

Invoice and Order

Products: Show Description (Will Show the Associated Product
Description if Checked)

Prices: Either Including or Excluding Tax

Vat Breakdown: Option to show both the VAT and the
Subtotal

Taxes in Totals: Either a choice of showing all the tax
together (Combined) or separated out by tax rate (Specified per
Rate)

Totals: Option to either show payment information or not show
payment made against the invoice

Notes: Show any notes entered onto the invoice

Payments: Show any tips that have been added to the
payment

Discounts: Option to Either show or not show total discount for
the invoice

The rest of the screen displays printer options associated with
printing orders and invoices

Thermal Receipt

They are the same options as listed above - with additional cash
drawer control associated with printing receipts

Managing Template Themes

Besides choosing one of the pre-installed themes that come with
Checkout it is possible to install custom templates. Simply
double-click your custom template theme from the Finder. Checkout
will then offer to Install or Preview the template. Choosing
Install will simply install the template theme, you'll notice that
a new template icon will appear in the template theme chooser.

Choosing Preview will allow you to temporarily preview what the
template theme will look like. To install this template theme you
need to click on the "Install Template" button that is located in
the bar right above the template theme options.

To remove a custom installed theme from the theme options, click
the red button located at the right top of the theme icon. This
will pull up a prompt that asks you if you are sure you wish to
delete the theme. When you are sure, click the DELETE button. If
the theme that you wish to remove is the default, select a
different theme as default, so the disused custom report can be
deleted.

It's not possible to remove the pre-installed themes or the
theme that is currently used for printing.